SWP
CTRA

Strategic Wealth Partners’s Coterra Energy CTRA Stock Holding History

Strategic Wealth Partners’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-132
Closed -$3.12K – 1478
2025
Q3 		$3.12K Buy
+132
New +$3.18K ﹤0.01% 1113
2019
Q3 		– Sell
-305
Closed -$7K – 736
2019
Q2 		$7K Buy
+305
New +$7.76K ﹤0.01% 599

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's CTRA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 132 shares — an estimated $3.12K sold.

Strategic Wealth Partners first reported a position in CTRA in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 132 Coterra Energy shares in Q4 2025, an estimated $3.12K.
  • Strategic Wealth Partners first reported a position in Coterra Energy in Q2 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's Coterra Energy position peaked at $7K in Q2 2019.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.